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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
826
Hammer Asset Management
California
$638K -$1.51M -11,842 -68%
VST
827
Van Strum & Towne
California
$636K – – –
WFM
828
Wolff Financial Management
Michigan
$633K +$18.5K +145 +3%
FIM
829
Frontier Investment Management
Texas
$633K +$135K +1,054 +24%
FI
830
FormulaFolio Investments
Michigan
$630K -$497K -3,893 -42%
ACM
831
AlphaStar Capital Management
North Carolina
$629K -$37.4K -293 -5%
PPW
832
Parcion Private Wealth
Washington
$629K – – –
FCIM
833
Fairview Capital Investment Management
California
$625K – – –
CCA
834
Checchi Capital Advisers
California
$625K +$33.3K +261 +5%
DHFB
835
Dixon Hubard Feinour & Brown
Virginia
$621K -$115K -900 -14%
WC
836
Woodstock Corp
Massachusetts
$619K -$9.58K -75 -1%
MWM
837
Mattern Wealth Management
Kansas
$619K +$76.6K +600 +13%
ESB
838
Essex Savings Bank
Connecticut
$618K -$18.1K -142 -3%
IWC
839
Integrated Wealth Concepts
Massachusetts
$618K +$99.2K +777 +17%
YMRC
840
Yorktown Management & Research Company
Virginia
$615K -$345K -2,700 -34%
TWP
841
Tempus Wealth Planning
California
$615K +$63.9K +500 +10%
S
842
SignatureFD
Georgia
$614K +$27.3K +214 +4%
BWAM
843
Boyd Watterson Asset Management
Ohio
$609K – – –
EB
844
Eastern Bank
Massachusetts
$607K -$185K -1,450 -22%
CPO
845
Cerity Partners OCIO
New York
$605K -$8.43K -66 -1%
RIL
846
Rothschild Investment LLC
Illinois
$602K +$13.8K +108 +2%
ZB
847
Zions Bancorporation
Utah
$602K +$97.3K +762 +17%
WIS
848
Wright Investors Service
Connecticut
$601K +$160K +1,252 +32%
PA
849
Procyon Advisors
Connecticut
$600K +$90.7K +710 +16%
FDS
850
First Dallas Securities
Texas
$598K – – –
32 33
34
35 36